Keywords: Financial edward jones financial advisor: matt mcswain cfp®|aams® fl

Edward Jones - Financial Advisor: Matt McSwain, CFP®|AAMS® - Bradenton (FL)

Address: 🏡 5783 Manatee Ave W Suite #102, Bradenton, FL 34209, USA
Phone : +1 (941) 761-1217
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7dOreiAXw4gRx5IHw9kgl0M
#Florida

Coastline Federal Credit Union - Orange Park

Shecara Jones Hanna and Jennifer had extremely great customer service today and every other time that I have had to visit the branch. They both were willing to do the extra mile.
5 /5

Truist - Hialeah

Kaylina P I went in to make a simple withdrawal nothing complicated, the teller that attended me was an OLDER lady she had glasses idk her name because the receipt does not say it... The older lady was so rude, I walked up to her and smiled and said hello and she had the nastiest attitude. Lacks Customer Service skills. When she was done with my transaction the older lady literally TOSSED my ID, Debit Card, and cash envelope into the slot and looked the other way. Very unprofessional. Genuinely dont know if its because I wasnt speaking Spanish because I was speaking English but either way was very disgusting behavior. And she was responding only in Spanish you should hire Bilingual Tellers. This really upset me and confused me. I was in shock with the type of service they give their customers and that they are so okay with this quality of work. I am a teller myself at another institution and I would not waste my time writing this review if it wasnt needed. This interaction really is uncalled for and you should also keep the branch and teller line CLEANER. Your tellers had open snacks and lunch bags all on the counters. Looks dirty and nasty. What an odd branch.
1 /5

Frankiewicz financial - Belleair Bluffs

Joshua Worked with Steve and his team to buy our 1st house. Steve was extremely knowledgeable and patient, walking us through every part of the buying process. He was able to beat the other 4 lenders we were considering and tailor a mortgage that fit our finances. Dealing with Steve and his team was the best part of the buying process.
5 /5

Ashleys Tax - Hollywood

John Howe Check Ashley’s tax service has been doing my taxes for over 11 years. Every time I go there, I feel like family and they r so professional Now she even has an app where you don’t even need to go to her office And that’s great cause I moved out of state. Thanks guys John
5 /5

Jackson Hewitt Tax Service - Macclenny

Suzanne Sessions Tucker was a huge help to me. He is very customer service oriented. A great employee to your establishment. This was my first time ever meeting him and y’all are honestly lucky to have such a great employee. Thank you, Tucker
5 /5

BENCOR - Defuniak Springs

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.
1 /5

Conway Financial Planning - Vero Beach

Markus Jane Garry Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company. So knowledgeable and upfront about everything.
5 /5